ATOmate + APS – Helping you reduce ATO document processing by 90%

Oct 14, 2019

Reckon APS & Elite users can now radically reduce ATO oriented administration tasks.

The primary gatekeepers between clients and complex compliance, accountants play an invaluable role in managing the myriad of communications the ATO distributes daily.

As ATO systems and communication channels become increasingly digital and direct, it’s never been more important for practices to be able to efficiently and effectively process, review, and distribute ATO notices to clients. Yet the administrative burden in doing so comes at a cost – countless hours spent manually filing, cross checking, and communicating what matters (like payment amounts and due dates) are taking your team away from value added tasks and services.

We’re thrilled to announce that as Reckon APS’ newest Platform Partner, it’s a burden APS and Elite users no longer need to bear.

  • Reduce your ATO document processing and distribution time by over 90% with ATOmate
  • Leverage your existing data – fully integrated with Reckon APS and Reckon Elite
  • Integrates with leading document management providers such as Virtual Cabinet
  • Communicate safely and securely with TFNs automatically redacted

The innovative, automated solution for ATO document processing and distribution, ATOmate fully integrates with the Reckon APS and Elite Accounting suites to reduce your processing time by 90%.

“ATOmate allows our admin staff to spend less time processing ATO documents and more time contacting and communicating directly with clients.” – Steve (Director of Kennedy King Chartered Accountants)

ATOmate’s smart AI technology reviews ATO documents including Notices of Assessment, Statements or Account, and Tax Debts, that have been scanned or downloaded electronically, comparing key details such as due dates, and amounts payable/refundable against those stored in your client database and tax programs.

Discrepancies and variances are automatically flagged for review, while matching notices are fully redacted of private details and attached to emails and letters, ready for you to send on directly to your clients within minutes.

ATOmate even takes care of the tedious task of filing and archiving your correspondence – integrating with leading document management platforms including Virtual Cabinet, to automatically archive a complete record of what has been communicated.

With more and more ATO notices being sent to clients directly through myGov, ATOmate’s unique bulk downloading function also makes light work of retrieving client correspondence from the Tax Agent Portal you may have otherwise missed.

When you use ATOmate, your clients hear it from you first – the speed and ease with which you can process and distribute ATO correspondence from multiple channels means you can proactively keep on top of key notifications, and keep your client’s coming back for what they value most – the strong and stable relationship you now have the time to maintain.

Book a complimentary discovery meeting on the calendar below to find out more about how your practice can benefit from ATOmate’s powerful automation technology.


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